Peregrine Capital Management LLC
Net seller this quarter
$3.08B
282
-$103M
24.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOGL | $103M | 3.35% | 0.00% | -19.5% | Q3 2016 |
 AMZN | $103M | 3.35% | 0.00% | -15.6% | Q3 2016 |
 NET | $94.4M | 3.07% | Not reported | -4.3% | Q2 2022 |
 CRWD | $89.4M | 2.91% | 0.05% | -17.2% | Q2 2022 |
 SNOW | $70.9M | 2.30% | 0.08% | -5.6% | Q4 2022 |
 ARES | $64.6M | 2.10% | 0.19% | -0.8% | Q4 2020 |
 LLY | $60.9M | 1.98% | 0.01% | +10.1% | Q4 2025 |
 NOW | $55.2M | 1.79% | 0.05% | +4.8% | Q4 2020 |
 UBER | $49.4M | 1.61% | 0.03% | -0.8% | Q4 2022 |
 V | $47.8M | 1.55% | 0.01% | -12.9% | Q3 2016 |
 DXCM | $44.8M | 1.45% | 0.18% | +7.8% | Q3 2016 |
 RDDT | $44.6M | 1.45% | Not reported | +19.3% | Q4 2025 |
 CDNS | $41M | 1.33% | 0.04% | +34.9% | Q3 2016 |
 MA | $40.3M | 1.31% | 0.01% | -14.7% | Q3 2016 |
 VEEV | $40M | 1.30% | 0.14% | +8.7% | Q4 2020 |
 ISRG | $39.3M | 1.28% | 0.03% | -0.8% | Q3 2016 |
 PCOR | $37.5M | 1.22% | 0.61% | +14.9% | Q4 2024 |
 SHOP | $37.5M | 1.22% | 0.08% | +58.6% | Q3 2016 |
 DKNG | $33.3M | 1.08% | Not reported | +10.2% | Q3 2023 |
 ARGX | $27.6M | 0.90% | 0.05% | Not reported | Q3 2025 |
 NFLX | $26.7M | 0.87% | 0.01% | +44.4% | Q1 2026 |
 SNPS | $23.2M | 0.75% | 0.03% | +11.8% | Q1 2023 |
 ESI | $21.6M | 0.70% | 0.19% | -13.5% | Q4 2020 |
 MTSI | $21.5M | 0.70% | 0.07% | -15.2% | Q4 2025 |
 SPXC | $21.2M | 0.69% | 0.17% | -4.8% | Q3 2022 |
 FTI | $20.5M | 0.67% | 0.08% | +4.5% | Q2 2024 |
 AEIS | $20.3M | 0.66% | 0.14% | -11.8% | Q4 2023 |
 SYNA | $19.9M | 0.65% | 0.41% | -24.6% | Q3 2016 |
 FROG | $19.7M | 0.64% | 0.18% | -31.1% | Q3 2022 |
 CSGP | $19.6M | 0.64% | 0.17% | -0.9% | Q3 2016 |
 WDAY | $19.6M | 0.64% | 0.07% | -0.7% | Q4 2020 |
 DOCN | $18.9M | 0.61% | 0.11% | -23.8% | Q1 2026 |
 ESE | $18.6M | 0.60% | 0.20% | -7.4% | Q3 2025 |
 LGN | $17.6M | 0.57% | Not reported | -5.8% | Q3 2025 |
 MYRG | $17.5M | 0.57% | 0.22% | -27.8% | Q2 2023 |
 MRCY | $16.5M | 0.54% | 0.23% | -0.8% | Q1 2021 |
 MOD | $16.3M | 0.53% | 0.12% | -18.2% | Q2 2024 |
 AAON | $15.4M | 0.50% | 0.15% | -1.9% | Q4 2024 |
 FORM | $15.1M | 0.49% | 0.12% | -28.0% | Q3 2016 |
 VIAV | $15M | 0.49% | 0.13% | -14.4% | Q1 2026 |
 PFGC | $15M | 0.49% | 0.09% | +15.0% | Q4 2020 |
 FCFS | $14.8M | 0.48% | 0.16% | +4.5% | Q4 2020 |
 KEX | $14.8M | 0.48% | 0.20% | +5.4% | Q1 2024 |
 BCC | $14.7M | 0.48% | 0.54% | +7.7% | Q3 2016 |
 FLUT | $14.4M | 0.47% | 0.08% | -0.2% | Q4 2024 |
 TWST | $14.3M | 0.46% | 0.22% | -36.9% | Q2 2025 |
 TEAM | $14.3M | 0.46% | Not reported | +60.2% | Q4 2020 |
 SF | $14.2M | 0.46% | 0.13% | +4.0% | Q3 2016 |
| SKY | $14.1M | 0.46% | 0.29% | +3.5% | Q4 2020 |
 ALGM | $14M | 0.45% | 0.11% | -22.8% | Q1 2025 |
| Q1 2026 | |||||
| AMZN | $107M | 3.96% | 0.00% | -10.4% | Q3 2016 |
| GOOGL | $103M | 3.83% | 0.00% | -22.5% | Q3 2016 |
| NET | $82.9M | 3.08% | Not reported | -6.2% | Q2 2022 |
| ARES | $63.8M | 2.37% | 0.19% | -1.6% | Q4 2020 |
| NOW | $55.4M | 2.06% | 0.05% | +18.0% | Q4 2020 |
| CRWD | $55.2M | 2.05% | 0.06% | -5.9% | Q2 2022 |
| UBER | $49.7M | 1.84% | 0.03% | -6.2% | Q4 2022 |
| V | $48.4M | 1.79% | 0.01% | -6.2% | Q3 2016 |
| ISRG | $46M | 1.71% | 0.03% | -6.2% | Q3 2016 |
| MA | $45.9M | 1.70% | 0.01% | -6.2% | Q3 2016 |
| PCOR | $45.8M | 1.70% | 0.53% | -0.8% | Q4 2024 |
| SNOW | $44.5M | 1.65% | 0.09% | +5.7% | Q4 2022 |
| LLY | $42.4M | 1.57% | 0.00% | +8.4% | Q4 2025 |
| DXCM | $38.7M | 1.44% | 0.16% | -6.3% | Q3 2016 |
| VEEV | $36.4M | 1.35% | 0.13% | -6.2% | Q4 2020 |
| RDDT | $29M | 1.08% | Not reported | +43.5% | Q4 2025 |
| CSGP | $28.2M | 1.05% | 0.17% | -6.6% | Q3 2016 |
| DKNG | $25.9M | 0.96% | Not reported | -6.2% | Q3 2023 |
 PLNT | $25.8M | 0.96% | 346307.00% | -6.2% | Q4 2020 |
| NFLX | $24.9M | 0.92% | 0.01% | New | Q1 2026 |
| SHOP | $24.5M | 0.91% | 0.05% | Not reported | Q3 2016 |
| CDNS | $22.5M | 0.84% | 0.03% | -6.2% | Q3 2016 |
| WDAY | $21M | 0.78% | 0.07% | -6.2% | Q4 2020 |
| FTI | $20.5M | 0.76% | 0.07% | -18.0% | Q2 2024 |
| AEIS | $19.9M | 0.74% | 0.16% | -20.3% | Q4 2023 |
| SNPS | $18.4M | 0.68% | 0.02% | -6.2% | Q1 2023 |
| SPXC | $18.2M | 0.67% | 0.18% | -5.1% | Q3 2022 |
| ESI | $17.9M | 0.66% | 0.22% | -21.7% | Q4 2020 |
| MOD | $16.2M | 0.60% | 0.14% | -16.9% | Q2 2024 |
| ESE | $16.1M | 0.60% | 0.22% | -4.3% | Q3 2025 |
 PATK | $15.1M | 0.56% | 0.41% | -4.1% | Q1 2024 |
| SYNA | $14.9M | 0.55% | 0.55% | -12.7% | Q3 2016 |
| MTSI | $14.8M | 0.55% | 0.09% | -20.2% | Q4 2025 |
| FROG | $14.7M | 0.55% | 0.26% | +15.0% | Q3 2022 |
| SF | $14.4M | 0.53% | 0.12% | -4.2% | Q3 2016 |
| FLUT | $14.4M | 0.53% | 0.08% | -6.4% | Q4 2024 |
| KEX | $13.7M | 0.51% | 0.19% | -16.4% | Q1 2024 |
| MYRG | $13.6M | 0.51% | 0.31% | -10.8% | Q2 2023 |
 STLD | $13.6M | 0.51% | 0.05% | -4.0% | Q3 2016 |
 BURL | $13.6M | 0.50% | 0.07% | -9.1% | Q3 2016 |
| DOCN | $13.5M | 0.50% | 0.15% | New | Q1 2026 |
| BCC | $13.4M | 0.50% | 0.49% | -5.9% | Q3 2016 |
| FORM | $12.7M | 0.47% | 0.17% | -27.8% | Q3 2016 |
 AORT | $12.6M | 0.47% | 0.72% | +15.9% | Q1 2025 |
| LGN | $12.4M | 0.46% | Not reported | -9.0% | Q3 2025 |
| FCFS | $12.3M | 0.46% | 0.15% | -4.1% | Q4 2020 |
| VIAV | $12.2M | 0.45% | 0.16% | New | Q1 2026 |
 ESNT | $12.1M | 0.45% | 0.22% | -4.1% | Q3 2016 |
 FLS | $12.1M | 0.45% | 0.13% | -22.5% | Q4 2023 |
 MNDY | $12.1M | 0.45% | 0.34% | -6.4% | Q2 2025 |
| Q4 2025 | |||||
| GOOGL | $145M | 4.44% | 0.00% | -6.4% | Q3 2016 |
| AMZN | $132M | 4.05% | 0.01% | -8.8% | Q3 2016 |
| ARES | $96M | 2.94% | 0.19% | -1.5% | Q4 2020 |
| NET | $84.4M | 2.59% | Not reported | -10.4% | Q2 2022 |
| CRWD | $70.5M | 2.16% | 0.06% | -8.3% | Q2 2022 |
| NOW | $68.9M | 2.11% | 0.04% | -0.2% | Q4 2020 |
| SNOW | $61.3M | 1.88% | 0.08% | -4.4% | Q4 2022 |
| ISRG | $60.2M | 1.85% | 0.03% | -0.2% | Q3 2016 |
| UBER | $60.2M | 1.84% | 0.04% | -0.2% | Q4 2022 |
| V | $59.8M | 1.83% | 0.01% | -0.2% | Q3 2016 |
| PCOR | $58.9M | 1.81% | 0.53% | -1.6% | Q4 2024 |
| MA | $55.9M | 1.71% | 0.01% | -0.2% | Q3 2016 |
| CSGP | $50.4M | 1.54% | 0.18% | -1.6% | Q3 2016 |
| VEEV | $49.3M | 1.51% | 0.13% | -2.0% | Q4 2020 |
| LLY | $45.7M | 1.40% | 0.00% | New | Q4 2025 |
| DKNG | $44M | 1.35% | Not reported | +33.3% | Q3 2023 |
| DXCM | $43.7M | 1.34% | 0.17% | +23.9% | Q3 2016 |
 EXK | $43.4M | 1.33% | 0.16% | -52.1% | Q4 2020 |
| PLNT | $40M | 1.23% | 369105.00% | -0.2% | Q4 2020 |
| WDAY | $37M | 1.13% | 0.08% | -0.3% | Q4 2020 |
| RDDT | $34.5M | 1.06% | Not reported | New | Q4 2025 |
| FLUT | $32.5M | 1.00% | 0.09% | +34.2% | Q4 2024 |
| MNDY | $27.6M | 0.84% | 0.37% | -0.4% | Q2 2025 |
| CDNS | $27M | 0.83% | 0.03% | -0.2% | Q3 2016 |
| SNPS | $23.2M | 0.71% | 0.03% | -1.9% | Q1 2023 |
 DUOL | $22.7M | 0.70% | 0.78% | +50.3% | Q2 2024 |
 TTD | $20.5M | 0.63% | Not reported | -0.3% | Q4 2020 |
| TEAM | $19.9M | 0.61% | Not reported | -0.3% | Q4 2020 |
| SPXC | $19.1M | 0.59% | 0.19% | +0.3% | Q3 2022 |
| SYNA | $18M | 0.55% | 0.63% | -2.6% | Q3 2016 |
| FROG | $17.1M | 0.52% | 0.23% | -9.2% | Q3 2022 |
| SF | $17M | 0.52% | 0.13% | -12.6% | Q3 2016 |
| ESI | $16.7M | 0.51% | 0.28% | -1.2% | Q4 2020 |
 CCB | $16.7M | 0.51% | 0.96% | -1.3% | Q1 2025 |
| AEIS | $16.2M | 0.50% | 0.20% | -9.7% | Q4 2023 |
| FTI | $16.1M | 0.49% | 0.09% | +3.2% | Q2 2024 |
| PATK | $15.4M | 0.47% | 0.43% | -2.8% | Q1 2024 |
 PTC | $15.2M | 0.47% | 0.07% | +5.7% | Q3 2016 |
| FLS | $14.7M | 0.45% | 0.17% | -7.0% | Q4 2023 |
| CWAN | $14.6M | 0.45% | Not reported | +7.4% | Q2 2025 |
| MTSI | $14.3M | 0.44% | 0.11% | New | Q4 2025 |
 CIEN | $14.2M | 0.44% | 0.04% | -50.7% | Q3 2016 |
| ESNT | $14.1M | 0.43% | 0.23% | -2.7% | Q3 2016 |
 WMS | $14M | 0.43% | 0.13% | -10.6% | Q1 2021 |
 EVR | $13.9M | 0.43% | Not reported | +10.1% | Q3 2016 |
| BCC | $13.8M | 0.42% | 0.52% | +33.3% | Q3 2016 |
| KEX | $13.6M | 0.42% | 0.23% | -5.9% | Q1 2024 |
| AORT | $13.5M | 0.41% | 0.62% | -5.8% | Q1 2025 |
 AGYS | $13.5M | 0.41% | 0.40% | +9.8% | Q1 2025 |
 SKWD | $13.4M | 0.41% | 0.65% | -2.5% | Q1 2023 |
| Q3 2025 | |||||
| AMZN | $138M | 4.15% | 0.01% | -1.8% | Q3 2016 |
| GOOGL | $120M | 3.62% | 0.00% | -1.8% | Q3 2016 |
| NET | $103M | 3.09% | Not reported | -20.6% | Q2 2022 |
| ARES | $96.4M | 2.90% | 0.19% | -7.4% | Q4 2020 |
| NOW | $82.9M | 2.50% | 0.04% | -1.8% | Q4 2020 |
| CRWD | $80.4M | 2.42% | 0.07% | -2.0% | Q2 2022 |
| UBER | $72.3M | 2.18% | 0.04% | -2.0% | Q4 2022 |
| VEEV | $67.2M | 2.02% | 0.14% | -2.0% | Q4 2020 |
| SNOW | $65.9M | 1.98% | 0.09% | -2.0% | Q4 2022 |
| CSGP | $64.2M | 1.93% | 0.18% | +8.6% | Q3 2016 |
| PCOR | $60M | 1.81% | 0.55% | +55.9% | Q4 2024 |
| V | $58.4M | 1.76% | 0.01% | -2.0% | Q3 2016 |
| MA | $55.8M | 1.68% | 0.01% | -2.0% | Q3 2016 |
| EXK | $48.9M | 1.47% | 0.34% | +8.6% | Q4 2020 |
| ISRG | $47.6M | 1.43% | 0.03% | -2.0% | Q3 2016 |
| WDAY | $41.5M | 1.25% | 0.08% | -12.4% | Q4 2020 |
| PLNT | $38.4M | 1.16% | 369914.00% | -2.0% | Q4 2020 |
| MNDY | $36.3M | 1.09% | 0.36% | +83.1% | Q2 2025 |
| DKNG | $35.8M | 1.08% | Not reported | -2.0% | Q3 2023 |
| DXCM | $35.7M | 1.08% | 0.14% | -2.0% | Q3 2016 |
| CDNS | $30.4M | 0.91% | 0.03% | +11.7% | Q3 2016 |
| FLUT | $28.6M | 0.86% | 0.06% | -2.0% | Q4 2024 |
| DUOL | $27.7M | 0.83% | 0.52% | -2.0% | Q2 2024 |
| TTD | $26.5M | 0.80% | Not reported | -2.0% | Q4 2020 |
| SNPS | $24.9M | 0.75% | 0.03% | +20.4% | Q1 2023 |
| GOOG | $19.7M | 0.59% | Not reported | -1.1% | Q3 2016 |
| TEAM | $19.7M | 0.59% | Not reported | -2.0% | Q4 2020 |
| CIEN | $18M | 0.54% | 0.09% | -19.9% | Q3 2016 |
| SPXC | $17.8M | 0.54% | 0.19% | -1.9% | Q3 2022 |
| SF | $17.6M | 0.53% | 0.15% | -1.3% | Q3 2016 |
| SYNA | $17.1M | 0.52% | 0.64% | +4.2% | Q3 2016 |
| ESI | $17M | 0.51% | 0.28% | -1.3% | Q4 2020 |
| PTC | $16.8M | 0.51% | 0.07% | -9.3% | Q3 2016 |
 KTOS | $16.5M | 0.50% | 0.11% | -31.3% | Q4 2020 |
| CCB | $16M | 0.48% | 0.98% | +4.9% | Q1 2025 |
 ROAD | $15.1M | 0.46% | 0.62% | -15.5% | Q4 2024 |
| PATK | $15.1M | 0.46% | 0.44% | -2.2% | Q1 2024 |
| WMS | $15M | 0.45% | 0.15% | -10.2% | Q1 2021 |
 VRNS | $15M | 0.45% | 0.22% | +6.6% | Q4 2022 |
 DY | $14.8M | 0.45% | 0.18% | -2.8% | Q4 2020 |
 BOX | $14.8M | 0.44% | 0.32% | -5.8% | Q4 2020 |
| AEIS | $14.6M | 0.44% | 0.23% | -7.1% | Q4 2023 |
| FROG | $14.2M | 0.43% | 0.25% | -2.5% | Q3 2022 |
| ESNT | $14.1M | 0.43% | 0.23% | +2.4% | Q3 2016 |
| MOD | $13.9M | 0.42% | 0.19% | -21.0% | Q2 2024 |
| FTI | $13.8M | 0.42% | 0.09% | -6.6% | Q2 2024 |
 VRRM | $13.7M | 0.41% | 0.35% | -2.6% | Q4 2020 |
 FTAI | $13.7M | 0.41% | 0.08% | -10.3% | Q1 2023 |
 WAY | $13.5M | 0.41% | 0.20% | +20.7% | Q2 2024 |
| AORT | $13.3M | 0.40% | 0.67% | -0.9% | Q1 2025 |